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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

778 hedge funds and large institutions have $8.43B invested in Schwab US Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 278 increasing their positions, 260 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.26%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.9%
New
66
Increased
278
Reduced
260
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$390M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.52B
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$975M
5
DB
5
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$266M
2
MG
2
Mather Group
Illinois
$864M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$341M
4
KF
4
Krilogy Financial
Missouri
$70.7M
5
CI
5
CX Institutional
Indiana
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
26
GenWealth Group
New Jersey
$36.5M +$1.3M +48,438 +4%
Ameriprise
27
Ameriprise
Minnesota
$36.1M +$641K +23,943 +2%
CFG
28
Cooper Financial Group
California
$36M +$3.67M +136,911 +11%
DW
29
Dodds Wealth
Colorado
$35.1M +$23.2M +2,598,135 +195%
CI
30
CX Institutional
Indiana
$34.9M -$14.2M -531,672 -29%
AFG
31
Atomi Financial Group
New York
$34.6M +$7.33M +273,768 +27%
DB
32
Dravo Bay
Delaware
$32.6M +$27.2M +1,014,435 +497%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$32.6M -$331K -12,339 -1%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$32.6M +$429K +16,014 +1%
FWP
35
FAS Wealth Partners
Kansas
$32.6M -$122K -4,554 -0.4%
NCMW
36
Northern Capital Management (Washington)
Washington
$32M -$200K -7,473 -0.6%
HWM
37
HRC Wealth Management
Idaho
$31.3M -$4.18K -156 -0%
XF
38
XML Financial
Maryland
$30.9M +$1.02M +38,025 +3%
BA
39
Ballast Advisors
Minnesota
$30.9M +$214K +7,989 +0.7%
FFN
40
Focus Financial Network
Minnesota
$30.2M -$1.02M -37,938 -3%
MFG
41
MidWestOne Financial Group
Iowa
$30.1M +$22.6M +842,550 +302%
AAS
42
Avantax Advisory Services
Texas
$29.4M +$5.08M +189,639 +21%
BDF
43
Black Diamond Financial
Maryland
$27.9M +$2.64M +98,313 +10%
Wells Fargo
44
Wells Fargo
California
$27.7M -$774K -28,905 -3%
MFGP
45
Marshall Financial Group (Pennsylvania)
Pennsylvania
$26.8M +$1.3M +48,396 +5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$26.6M +$2.32M +86,691 +10%
BPA
47
Beacon Pointe Advisors
California
$26.5M -$816K -30,456 -3%
MCM
48
MAI Capital Management
Ohio
$25.9M -$176K -6,570 -0.7%
GIA
49
GHP Investment Advisors
Colorado
$25.2M +$430K +16,062 +2%
PCIA
50
Prime Capital Investment Advisors
Kansas
$24.9M -$1.57M -58,587 -6%
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